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T&G’s Substack
📉 Weekly Outlook: Geopolitics, Gridlock & a Fed Still Playing Chess Blindfolded 🎭

📉 Weekly Outlook: Geopolitics, Gridlock & a Fed Still Playing Chess Blindfolded 🎭

S&P stalls, the Fed fumbles, and Trump’s missiles might move markets faster than any macro report.

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Ben The Bull
Jun 22, 2025
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T&G’s Substack
T&G’s Substack
📉 Weekly Outlook: Geopolitics, Gridlock & a Fed Still Playing Chess Blindfolded 🎭
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Geopolitics are back. Rates are stuck. Oil’s creeping. And the Fed’s dot plot is basically a Rorschach test.

Here’s your quick snapshot for the week ahead:

🔻 US strikes Iran—yep, that happened. Oil’s up 10%, but markets are still pretending it’s no big deal (for now).
🧠 Powell speaks twice this week. Expect 48 hours of “we’re monitoring conditions” with zero new answers.
📈 Core PCE (a.k.a. the Fed’s favorite inflation gauge) drops Friday—and could blow up September rate cut hopes.
📊 S&P 500 still chasing all-time highs... but can’t seal the deal.
💼 Big earnings: FedEx, Nike, Micron, Carnival—plus housing + GDP data galore.

👇 Inside the full post:
✅ Detailed trading calendar with earnings + economic catalysts
✅ Real talk on oil risk, inflation risk & geopolitical fog
✅ Positioning ideas: what to play if we break higher—or if this all implodes

Wall Street’s calm. But under the hood? Tension is building.
Let’s break it down.

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